LSE - Delayed Quote GBP

Halifax Cautious Managed Fund (0P00019ZHY.L)

1.1690
+0.0060
+(0.52%)
At close: January 22 at 12:00:00 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 1.83%
5y Average Return 0.49%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (Jan 22, 2025) 13.14%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 13.14%
Worst 3Y Total Return -3.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019ZHY.L
Category
YTD
3.99%
0.00%
1-Month
-0.86%
0.00%
3-Month
-0.78%
0.00%
1-Year
3.99%
0.00%
3-Year
-0.97%
0.00%
5-Year
0.35%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019ZHY.L
Category
2024
3.99%
--
2023
7.92%
--
2022
-13.45%
--
2021
5.82%
--
2020
-0.98%
--
2019
13.14%
--
2018
-5.77%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.36% 1.43% 1.94% -0.78%
2023 2.35% -2.58% 2.06% 6.05%
2022 -3.89% -7.48% -8.67% 6.57%
2021 0.90% 3.11% 0.52% 1.20%
2020 -15.09% 9.52% -1.43% 8.03%
2019 6.12% 2.84% 1.93% 1.71%
2018 -3.69% 4.71% -0.94% -5.68%
2017 1.19% 0.78% 2.72% --

Rank in Category (By Total Return)

YTD 88
1-Month 28
3-Month 75
1-Year 88
3-Year 88
5-Year 95

Load Adjusted Returns

1-Year 3.99%
3-Year -0.97%
5-Year 0.35%
10-Year --

Performance & Risk

YTD Return 1.83%
5y Average Return 0.49%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HBOS Investment Fund Managers Limited
Net Assets 1.92B
YTD Return 3.99%
Yield 3.32%
Morningstar Rating
Inception Date Nov 10, 2014

Fund Summary

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